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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,813 | $180,462-8.1% | $154,111+7.6% | $135,379+22.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.48% | 888.17%-896.7pp | 735.18%-743.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $2,898 | $6,036-52.0% | $5,298-45.3% | $4,779-39.4% |
| Participant deferral / active EE | $7,564 | $5,806+30.3% | $5,081+48.9% | $5,609+34.8% |
| Admin fee / account holder | $1,746 | $16,145-89.2% | $13,411-87.0% | $10,828-83.9% |